personal-cfo

personal-cfo is a skill for Claude Code from coreyhaines31/makerskills. It costs 271 tokens per session (2,497 once invoked), scanned A, original, MIT.

A personal finance scenario-modeling workflow for a household, such as a person and their partner. It can compare housing, rental income, renovations, cash flow, large purchases, refinancing, side income, and savings choices, although only the house template is fully developed.

In plain words
What is it for?
Use it to model buying a house with rental income, renovation costs, and monthly cash flow; the other listed scenarios are currently only outlined.
Why use it?
It helps compare financial choices and their possible effects instead of relying on a single guess about the future.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the makerskills plugin — 21 skills shipped together

Good fit Use it to model buying a house with rental income, renovation costs, and monthly cash flow; the other listed scenarios are currently only outlined.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/coreyhaines31/makerskills/personal-cfo
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add coreyhaines31/makerskills --skill personal-cfo
Clone the repo
git clone --depth 1 https://github.com/coreyhaines31/makerskills

Made for: Claude Code.

Or install makerskills, the plugin that ships this one along with the rest of its 21 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for personal-cfo

README.md
[![agentmods](https://agentmods.dev/badge/skills/coreyhaines31/makerskills/personal-cfo/github.svg)](https://agentmods.dev/skills/coreyhaines31/makerskills/personal-cfo)
Your own site
<a href="https://agentmods.dev/skills/coreyhaines31/makerskills/personal-cfo"><img src="https://agentmods.dev/badge/skills/coreyhaines31/makerskills/personal-cfo/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for personal-cfo

Your own site · 80×15
<a href="https://agentmods.dev/skills/coreyhaines31/makerskills/personal-cfo"><img src="https://agentmods.dev/badge/skills/coreyhaines31/makerskills/personal-cfo.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 271 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,497 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00271 $0.02497
Opus 5 $0.00135 $0.01248
Sonnet 5 $0.00054 $0.00499
Haiku 4.5 $0.00027 $0.00250

Measured 10d ago against content hash f25575c9d0b4, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

personal-cfo scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 10d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/personal-cfo/SKILL.md · 183 lines

How it starts

The opening of the file, as written. The whole thing — 183 lines — stays where its author put it; the contents beside it link to each section on GitHub.

/personal-cfo — Personal financial scenario modeling

This skill is for a household (you + partner): housing decisions, monthly cash flow, big purchases, scenario what-ifs. Pair it with a business-books CFO skill if you also run one for a company — the DNA is the same, the domain is different.

Step 1 — Pick the scenario type

Invocation Type What it models
/personal-cfo house (default for now) house Buy a house + rental income scenarios (ADU / bedrooms / combinations) + renovations + monthly cash flow
/personal-cfo refi refi Refinancing scenarios
/personal-cfo cash-flow cash-flow Generic monthly cash flow (income, expenses, savings rate)
/personal-cfo big-purchase big-purchase Should we buy X (car, education, equipment) — cash vs finance vs lease comparisons
/personal-cfo side-income side-income Adding a side income stream — break-even, tax implications
/personal-cfo savings-what-if savings-what-if What if we put $X into Y for N years — index funds, real estate, etc.

For v0.1, only the house template is fleshed out. Others are sketched in references/templates/ as stubs.

Step 2 — Gather inputs

Ask in a structured batch. For house mode, see references/templates/house.md for the full input questionnaire. Core fields:

Property

  • Purchase price
  • Down payment (% or $)
  • Mortgage rate + term (years)
  • Property taxes (annual)
  • HOA (monthly, if any)
  • Homeowner's insurance (monthly)
  • Closing costs (estimate)

Renovations / repairs

  • Day-1 renovations (line items with estimates — kitchen, bath, ADU buildout, etc.)
  • Year-1 expected repairs
  • Annual maintenance budget (rule of thumb: 1% of purchase price)

Rental scenarios (for the house mode)

  • ADU monthly rent estimate + vacancy assumption (typical: 5–8%)
  • Bedroom 1 monthly rent + vacancy
  • Bedroom 2 monthly rent + vacancy
  • Utilities split assumption (who pays what)
  • Property management cost (if not self-managing)

Read the full file on GitHub · 183 lines

Files

What ships with it

2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 10d ago First seen · 183 lines · 271 tokens per session scan A f25575c9d0b4

Subscribe to this mod's changes

personal-cfo is a skill published in the GitHub repository coreyhaines31/makerskills (801 stars, last pushed 5d ago), licensed MIT. It adds 271 tokens to every session and 2,497 once invoked, about $0.0014 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Related

Other skills, from other repositories

converge

Append-only gap closure and the cadence engine for research theses. Evaluates artifact CURRENT state (never git history, never task checkboxes) against current pins and wrongif falsifiers, then appends a Convergence section to tasks.md re-proposing the gaps. A clean run leaves tasks.md byte-identical. Deterministic…

agentii-ai/agentii-investment-intelligence · 93 tokens

implement

Execute research tasks — checklist soft gate, phase dispatch with explicit thesisdir, budget enforcement (halt + approval card on overrun), skillpin recording (versionhash content-hashed per skill directory), [x] written on completion.

agentii-ai/agentii-investment-intelligence · 48 tokens

invoice-chase

Runs collections on late invoices: builds an aging ladder (current/30/60/90+), assigns each invoice a rung on an escalation sequence with ready-to-send emails — friendly nudge, firm reminder with late-fee mention, final notice — plus a phone script, tone rules that preserve the relationship, a chase log, and…

alebgl77/claude-inc · 0 tokens

plan-payroll

Plans payroll cash: true loaded cost per hire (gross plus employer taxes, benefits, tools), a payroll calendar with cutoffs and cash-out dates, a scenario table for new hire vs raise vs contractor-vs-employee, and a payroll-to-revenue check against rough industry bands. Use when the user asks "can I afford to hire"…

alebgl77/claude-inc · 0 tokens

review-contract

Clause-by-clause contract review — inventories key clauses (term, termination, liability cap, indemnity, IP, payment, confidentiality, governing law, auto-renewal), flags deviations from market-standard positions with RED/YELLOW/GREEN severity and verbatim quotes, drafts redline language, and sets negotiation…

alebgl77/claude-inc · 101 tokens

tax-prep

Organizes tax season — an organizer, not tax advice: a document checklist by category (income, expenses, assets, payroll, prior filings), an expense-category sweep that flags plausibly missed deductions in generic jurisdiction-agnostic categories, a quarterly-estimate calendar template, a clean handoff pack for the…

alebgl77/claude-inc · 0 tokens